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Subject:  Re: Let the Game Begin! Date:  7/8/2013  10:48 PM
Author:  jkm929 Number:  17631 of 26125

Having absolutely no insight into this guess other than the biz is supposed to be 'simple' and '+FCF' [duh Obvs magazine] I'm going to guess....


I really want to guess Oracle, but I'm not for some reason.

Taking into account a more complete description of the target company:

The target is a large-capitalization, investment-grade U.S. corporation that principally operates in one business, Ackman wrote in the letter, without naming the company. The stock trades at a lower multiple than its closest competitor.

“The business is simple, predictable, and free-cash-flow-generative, and enjoys high barriers to entry, high customer switching costs and substantial pricing power,” Ackman wrote.

I am going to agree with you because Deere has a lower P/E than Construction and Farm Machinery Industry leader Caterpillar.

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